Anic Equity¶
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Total return since start: 0.586 %¶
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Equity now: -----------------------------> 48458.14 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 46764.52 Kr¶
PnL: ---------------------------------------> 407.52 Kr¶
DD now: ---------------------------------> -8.777 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-08-10 15:59:09.325042'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| NP3 Fastigheter | 32 | 3.820000 | 5833.600000 | 136.600000 | 2.400000 | 5697.000000 |
| EnQuest PLC | 2351 | -1.270000 | 5849.290000 | 136.290000 | 2.390000 | 5713.000530 |
| Investor B | 27 | 0.820000 | 5813.100000 | 122.100000 | 2.150000 | 5691.000006 |
| Vitec Software Group B | 2 | 2.570000 | 1196.000000 | 109.000000 | 10.030000 | 1087.000000 |
| Lindab International | 35 | 1.250000 | 5670.000000 | 77.000000 | 1.380000 | 5593.000000 |
| Tethys Oil | 109 | 1.390000 | 5888.180000 | -22.820000 | -0.390000 | 5911.000022 |
| Volvo B | 25 | 0.570000 | 5698.750000 | -44.250000 | -0.770000 | 5743.000000 |
| AQ Group | 12 | -0.570000 | 5214.000000 | -49.000000 | -0.930000 | 5262.999996 |
| Volvo A | 24 | 0.260000 | 5601.600000 | -57.400000 | -1.010000 | 5659.000008 |
| TOTAL | 46764.520000 | 407.520000 | -8.77669% | 46357.000562 |
Updated:¶
'2023-08-10 15:59:26.357987'
None
Last optimization/rebalancing:¶
'2023-07-26'
Next optimization/rebalancing:¶
'2023-09-05'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
